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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,585 | $197,603-13.7% | $177,827-4.1% | $158,950+7.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 11.46% | 58.76%-47.3pp | 48.32%-36.9pp | 302.91%-291.5pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,918-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,823 | $8,404-18.8% | $7,713-11.5% | $5,983+14.0% |
| Admin fee / account holder | $14,043 | $15,402-8.8% | $12,429+13.0% | $11,248+24.8% |